SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $258,128 | -39.9% | 2,499 | -38.9% | 0.00% | – |
| Q1 2023 | $429,662 | -8.2% | 4,087 | -13.8% | 0.00% | – |
| Q3 2022 | $468,000 | +117.7% | 4,744 | +130.4% | 0.00% | – |
| Q2 2022 | $215,000 | -78.9% | 2,059 | -75.8% | 0.00% | – |
| Q4 2021 | $1,017,000 | +44.7% | 8,512 | -7.6% | 0.00% | – |
| Q2 2020 | $703,000 | +186.9% | 9,214 | +148.6% | 0.00% | – |
| Q1 2020 | $245,000 | -26.0% | 3,707 | +12.1% | 0.00% | – |
| Q4 2019 | $331,000 | -85.1% | 3,308 | -86.3% | 0.00% | -100.0% |
| Q1 2019 | $2,217,000 | +36.1% | 24,234 | +32.1% | 0.00% | 0.0% |
| Q1 2018 | $1,629,000 | -81.5% | 18,352 | -80.9% | 0.00% | -87.5% |
| Q1 2017 | $8,800,000 | +193.8% | 96,124 | +199.9% | 0.01% | +166.7% |
| Q4 2016 | $2,995,000 | +278.2% | 32,056 | +190.4% | 0.00% | +200.0% |
| Q3 2015 | $792,000 | – | 11,039 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |